Years of dithering and missed opportunities in Washington have forced innovators and investors alike to create their own infrastructure boom. With the economy crying out for stimulus and an election on the horizon, these companies may finally be ready to rebuild the nation and the world.
Big Tech has made the difference between a lingering market correction and recovery, but those gigantic stocks are now so big that they obscure stronger and potentially more sustainable performance elsewhere. One way or another, today's small innovators contain the seeds of tomorrow's giants . . . provided your clients are in the right spots.